Mark Sheptoff Financial Planning, LLC Spdr Dow Jones Industrial Average ETF Trust Transaction History

Mark Sheptoff Financial Planning, LLC

  • $182 Million
  • Q4 2024

A detailed history of Mark Sheptoff Financial Planning, LLC transactions in Spdr Dow Jones Industrial Average ETF Trust stock. As of the latest transaction made, Mark Sheptoff Financial Planning, LLC holds 240 shares of DIA stock, worth $100,708. This represents 0.06% of its overall portfolio holdings.

Number of Shares
240
Previous 240 -0.0%
Holding current value
$100,708
Previous $101,000 0.99%
% of portfolio
0.06%
Previous 0.05%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
SELL
$386.81 - $423.12 $38,681 - $42,312
-100 Reduced 29.41%
240 $101,000
Q4 2023

Feb 09, 2024
BUY
$324.19 - $377.03 $81,047 - $94,257
250 Added 277.78%
340 $128,000
Q2 2023

Aug 10, 2023
BUY
$327.75 - $344.77 $13,110 - $13,790
40 Added 80.0%
90 $30,000
Q2 2020

Aug 10, 2020
SELL
$209.38 - $276.28 $10,469 - $13,813
-50 Reduced 50.0%
50 $13,000
Q3 2017

Nov 09, 2017
BUY
$216.53 - $223.9 $21,653 - $22,390
100
100 $22,000

Others Institutions Holding DIA

# of Institutions
1,456
Shares Held
36.7M
Call Options Held
10.2M
Put Options Held
10.1M
View Full List

About SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST

DIA Quotes by TradingView
  • Ticker DIA
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about DIA
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